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About Lumsden McCormick Financial Services

The pursuit of financial success is shared by individuals and business owners alike. When you reach this point, you deserve the peace of mind that your needs are being handled with a strategy that assists you in reaching your financial and investment goals.

At Lumsden & McCormick Financial Services, LLC, we will discuss your investment goals and offer you individualized guidance that empowers you to make confident financial choices that address your personal and business situation. These strategies are designed to help you maximize your wealth, protect and preserve that wealth, and successfully transfer your wealth to the individuals and institutions important to secure your legacy.

Since 2001, Lumsden McCormick Financial Services has been committed to serve as a resource offering wealth care for individuals, businesses, and institutions. We are ready to help you address every key element of your financial plan.

Whether you are planning for yourself, your family, or your business, we take a personal interest in helping you live for today while planning for your future. Through an ongoing consultative approach, we make every effort to get to know you and the changes in your life to build a plan that adjusts to meet your needs with every life event.

Our mission at Lumsden McCormick Financial Services is to guide you in developing a comprehensive personalized wealth care plan that empowers you to make confident financial decisions. Our professional services are based on a keen understanding of your goals and needs, the type of understanding that only comes from a trusted professional relationship. 

Lumsden & McCormick Financial Services, LLC is a wholly-owned subsidiary of Lumsden & McCormick, LLP, Certified Public Accountants.

Why Work Together

Why Work Together

Your financial situation is unique and often complex. From tax planning to insurance, income planning to retirement planning, and beyond, there are numerous decisions to make. With Lumsden McCormick, you will find a team of financial advisors who strive to serve you with excellence. The expertise held by each member of our financial services team allows us to offer comprehensive advice. With our backgrounds and experience, we understand how certain financial decisions can positively or adversely affect your taxes and overall wealth goals. You can expect custom, holistic solutions that fit your entire financial situation. Partnering with Lumsden McCormick Financial Services will help you accomplish three main goals: • Maximize your wealth and enhance cash flow • Protect and preserve your assets • Successfully transfer your legacy to heirs, chosen beneficiaries, and charities From the moment you our introduced to our team, Lumsden McCormick Financial Services will be committed to getting to know you, your goals, and how you would like to reach them. Our team is dedicated to understanding your current situation in order to deliver tailored solutions that suit you now and throughout your financial life.

About 1st Global

About 1st Global

1st Global is the largest independently owned wealth management partner for accounting and legal firms. Lumsden McCormick Financial Services and nearly 400 other professional services firms rely on 1st Global’s expertise and resources to meet our clients’ wealth management needs. 1st Global provides support, technologies, and education to help our advisors in every facet of business, from operation and administration to sales and marketing. 1st Global was founded in 1992 by CPAs who believe that accounting, legal, and financial professionals are uniquely qualified to add value to their existing client relationships by offering comprehensive wealth management services. Their mission is to advance the accounting, legal, and financial services professions through excellence in education, technology, innovation, and client services. They are dedicated to educating, coaching, and supporting the CPAs, attorneys, tax professionals and other financial specialists who make up our network of consulting clients. 1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Read 1st Global’s Code of Ethics and Security and Privacy Policy.

Meet the Team

Meet the Team

Timothy Bubar

Timothy J. Bubar, CPA

Principal
Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Financial Advisor
Sara Dayton

Sara M. Dayton

Partner
Brian Kern

Brian J. Kern, CPA

Partner
Claire McNamara

Claire M. McNamara

Administration
Michē Needham

Michē C. Needham, CPA

Partner
David Schlein

David A. Schlein, CPA

Partner
Douglas Sosnowski

Douglas P. Sosnowski, CPA/ABV, ASA, CFF

Partner
Bryan Staniszewski

Bryan J. Staniszewski, CPA/PFS, CFP®, AIF®, MBA

Financial Advisor
Courtland Van Deusen V

Courtland "Cory" Van Deusen V, CPA

Partner
We're Making a Difference

We're Making a Difference

To facilitate philanthropic opportunities for staff, Lumsden McCormick established the “Making A Difference” (MAD) Committee in 2012. As an employee-driven initiative, the MAD Committee plans and hosts “MAD Days” throughout the year based on suggestions from the Firm. While the committee plans the events, all staff participate in the fundraising and volunteer outings. MAD Days range from monetary donations to item collection drives to community-based volunteer experiences.

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